Update lender status rows from parsed email updates
Update lender status rows from parsed email updates
Your lender update emails arrive unstructured, leaving the tracker out of date and reps without status. It writes parsed dates to your tracker so sales ops and account managers have current status same day.
Overview
Incoming lender update emails often arrive unstructured and leave your shared tracker out of date, costing reps time and attention. This flow captures the date from each email and writes it into the matching tracker row so account managers and sales ops see current status same day.